SCZ — ISHARES TR

Ownership history in Donor Advised Charitable Giving, Inc.  ·  24 quarters on record

This page tracks every 13F SEC filing in which Donor Advised Charitable Giving, Inc. reported a position in ISHARES TR (SCZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.14% (2024 Q1)
Avg. % of fund
0.12%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,765 -62 -0.6% 0.02% $757K $77.53
2025 Q3 REDUCED 9,827 -178 -1.8% 0.02% $754K $75.25
2025 Q2 REDUCED 10,005 -190 -1.9% 0.01% $727K $71.29
2025 Q1 REDUCED 10,195 -20 -0.2% 0.02% $648K $61.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCZ price (monthly, adj. close)

Other funds also holding SCZ

As of 2025 Q4 — sorted by position size

Bear Mountain Capital, Inc. 8.45% LTG Capital LLC 3Y 6.12% Shakespeare Wealth Management, LLC 3Y 7Y 5.05% Sound Stewardship, LLC 4.88% Shore Point Advisors, LLC 3Y 3.99% Omega Financial Group, LLC 3Y 7Y 3.59% DORVAL Corp 3.35% Brand Asset Management Group, Inc. 3Y 7Y 3.22% Shoker Investment Counsel, Inc. 3Y 7Y 3.21% NorthStar Asset Management LLC /NJ/ 2.54%
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